IRVINE, CA — (Marketwire) — 03/05/13 — 2012 brought several causes for celebration . FDP partners with FDP Wealth Management, LLC and ValMark Advisers, Inc. to provide a core exchange traded fund (ETF) portfolio system, “TOPS – The Optimized Portfolio System,” to its clients. On January 1, 2013 FDP celebrated the 10-year anniversary of its four portfolio models — making TOPS one of the longest running all-ETF portfolio systems in the United States. FDP and TOPS have managed a perfect score with all four model portfolios outperforming the S&P 500 Index (total return, risk-adjusted) both in 2012 and on a 10-year annualized return basis.
TOPS combines a unique investment process with the financial strength of the industry-s leading ETFs. Says FDP-s Principal and CEO, Mark Chandik, “ETFs are low-cost, provide wide diversification with portfolio-level risk management, and are inherently tax-efficient. In light of the new tax environment, we think ETFs will continue to provide an excellent investment choice.” Chandik adds, “We are proud of the portfolio-s performance considering the exceptional rate of risk-adjusted returns over both the short- and long-term.”
FDP clients include individuals, trustees and corporate institutions. The 10-year success rate of TOPS supports FDP-s core efforts to focus on the considered balance between minimizing risk, maximizing return, lowering costs and mitigating taxes.
FDP and its representatives offer advisory services through FDP Wealth Management, LLC, a state Registered Investment Advisor dedicated to providing high net worth individuals with asset management, estate planning, insurance and retirement income planning solutions.
Past performance does not guarantee future results
Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor.
Securities offered through ValMark Securities, Inc., Member FINRA/SIPC.
FDP Wealth Management, LLC is a separate entity from ValMark Securities, Inc.
FDP Wealth Management, LLC, ValMark Securities, Inc. and their representatives do not offer tax advice. You should consult your tax professional regarding your individual circumstances.
Contact:
Mark Chandik
CEO
949.855.4337